See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,399 | $50,958-20.7% | $74,550-45.8% | $64,186-37.1% |
| Participation rate | 56.7% | 61.1%-4.4pp | 69.1%-12.5pp | 69.6%-12.9pp |
| Annual return | -6.86% | -1.86%-5.0pp | 32.53%-39.4pp | 7.63%-14.5pp |
| Employer contribution / active EE | $303 | $1,115-72.8% | $1,961-84.5% | $2,381-87.3% |
| Participant deferral / active EE | $1,777 | $2,301-22.8% | $3,108-42.8% | $3,470-48.8% |
| Admin fee / account holder | $4,273 | $4,223+1.2% | $5,060-15.5% | $4,888-12.6% |